10.9.0 Release Features and Functionality (September 2020)
Marketplace Module
Option to Lock SKU and UOM fields on Web Forms and Non-catalog Orders
Buying organizations can lock the content in SKU and UOM fields, removing the ability for users to edit them in Web Forms and Non-catalog Items during Change Orders.
The change order editable fields specification in the Supplier record currently available for catalog orders has been extended to these fields across the board and governs line items in Web Forms and Non-catalog Orders.
See Documentation Topics:
Purchase Order Configuration - Change Order Settings
Change, Cancel or Close a Purchase Order
Manage Supplier Information
Platform Module
Accounting Periods and Validation of Received On Date
Using accounting periods ensures that documents created during the procurement workflow occur within a specified time interval. The ability to specify accounting periods is available in the Admin Control Panel at Manage Accounting Periods.
Validation of Receipt (Received On Date) is also configurable and applicable to Receipts that are not imported. Validation serves to ensure that Receipts are created within an open accounting period.
Manage Accounting Periods in the BuyerQuest Admin Control Panel
See Documentation Topics:
Manage Accounting Periods
Receipts Configuration
Receive Purchase Order
Payables Module
CSV Import of Non PO-Based Invoices
The BuyerQuest platform enables the import of non PO-based csv invoices using the Data Load Import feature. The import functionality provides for field mappings and validation of content in the header-level and line-level files. All items in a Non PO-Based Invoice are considered non-catalog items.
See Documentation Topics:
Spend Limit Approvers Respected for Invoice and Credit Memo Approval Rules
Approval types Spend Limit Approver, Spend Limit Approval Hierarchy, and Sufficient Spend Limit Authority may be specified in Invoice and Credit Memo Approval Rules. The option to assign these approval types allows approvals irrespective of the Invoice or Credit Memo total.
Invoice Approval Rule Approval Types
See Documentation Topics:
Invoice Approval Rule Management
Credit Memo Approval Rule Management
Updated Field Added to Invoices Grid
The Invoices Grid in the Admin Control Panel offers additional functionality in the Updated Field, which can be used to target invoices by last modification date. This field enables searching on a date range for administrators to target and view invoices that were updated and sent in the Ok to Pay export.
Updated Field in Invoices Grid
See Documentation Topics:
Bulk Update Available for Failed Invoices
Administrators are able to bulk update the status of invoices that failed ERP validation via the Admin Control Panel. The Invoices grid offers the functionality of Update Status to Denied for Invoices selected by the administrator. This update capability affords greater efficiency in the invoice processing workflow.
